Relationship Executive (North)

Bajaj Capital - Early Careers; Agra District; On-site; INR 500,000 - 550,000; Part time

Benefits offered by this job

Conveyance allowance

Mobile reimbursement

Incentives & travel opportunities

Job summary

Bajaj Capital Ltd. is seeking a Relationship Executive – Wealth Management for freshers to join our Retail Sales team. The role focuses on acquiring new clients, deepening engagement with existing clients, and offering financial planning solutions aligned to goals and risk appetite. The program starts with 4 months of hands-on training.

On satisfactory performance, you’ll convert to an on-roll position with a competitive CTC, incentives, and travel opportunities across branches.

Qualifications

• Post-Graduate freshers preferred in commerce, finance, banking or marketing.
• Sales-oriented with strong communication skills.
• Interest in mutual funds, insurance and investments.

Responsibilities

• Acquire new clients through calls, networking, walk-ins and referrals.
• Understand client financial needs and recommend suitable products: Mutual Funds, Life & General Insurance, Fixed Income and more.
• Build long-term client relationships and grow the branch’s AUM and revenue.
• Cross-sell products and keep clients updated on schemes, NFOs and market trends.
• Complete client KYC and documentation accurately, following compliance guidelines.
• Share daily business reports with the branch team.

Skills

Sales skills

Communication

Customer relationship

Financial planning

Education

Post-Graduate in Commerce/Finance/Banking/Marketing

Job description

Job Title: Relationship Executive – Wealth Management (Retail Sales) | Freshers

Company: Bajaj Capital Ltd.
Location: Pan-India (as per branch requirement)
Department: Retail – Sales
Employment Type - 4-months OJT ( On Job Training) ; On-Roll conversion from 5th Month,

Compensation

• Internship (Months 1–4): ₹15,000 fixed stipend per month
• On rolls (from Month 5): ₹5 Lacs p.a. CTC, subject to performance deliverables
• Conveyance & mobile reimbursement over and above CTC
• Uncapped incentives (WYOC – Write Your Own Cheque), contests, rewards, and domestic and international trips

Role Overview

A front-line retail sales role focused on acquiring new clients, deepening engagement with existing clients, and offering financial planning solutions aligned to their goals and risk appetite. Includes virtual training and on-the-job handholding in the first 4 months.

Key Responsibilities

• Acquire new clients through calls, networking, walk-ins and referrals
• Understand client financial needs and recommend suitable products: Mutual Funds, Life & General Insurance, Fixed Income and more
• Build long-term client relationships and grow the branch’s AUM and revenue
• Cross-sell products and keep clients updated on schemes, NFOs and market trends
• Complete client KYC and documentation accurately, following compliance guidelines
• Share daily business reports with the branch team

Eligibility

• Post-Graduate freshers (Commerce, Finance, Banking, Marketing or related field preferred)
• Comfortable with sales targets and client meetings
• Good communication in Hindi, English and the local language
• Interest in Mutual Funds, Insurance and Investments
• Willing to be posted at any branch; has own conveyance

Note

This is a target-based sales role. On-roll conversion requires satisfactory performance, training completion, and mandatory certification (NISM Series V-A / IRDAI).

Keywords/Skills

Sales, Wealth Management, Mutual Funds, Insurance, Client Relationship, Lead Generation, Cross-selling, Financial Planning, Fresher